feat: Implement report generation service and add report route for investor profiles

2025-10-14 12:02:23 +01:00
parent e386ebbdef
commit 9e1ec258f1
10 changed files with 697 additions and 1 deletions
@@ -0,0 +1,121 @@
+from typing import Optional
+
+from db.db import get_db
+from db.models import FundTable, InvestorTable, ProjectTable
+from fastapi import APIRouter, Depends, HTTPException, Query
+from fastapi.responses import Response
+from services.report_gen import ReportGenerator
+from sqlalchemy.orm import Session, selectinload
+
+router = APIRouter(tags=["Report Generation"])
+
+
+@router.get("/report/investor/{investor_id}")
+async def generate_investor_report(
+    investor_id: int,
+    project_id: Optional[int] = Query(
+        None, description="Optional project ID for compatibility analysis"
+    ),
+    db: Session = Depends(get_db),
+):
+    """
+    Generate a PDF report for an investor profile.
+
+    Args:
+        investor_id: The ID of the investor to generate a report for
+        project_id: Optional project ID to include mandate match analysis
+
+    Returns:
+        PDF file as a downloadable response
+    """
+    # Fetch investor data with all relationships
+    investor = (
+        db.query(InvestorTable)
+        .options(
+            selectinload(InvestorTable.portfolio_companies),
+            selectinload(InvestorTable.team_members),
+            selectinload(InvestorTable.sectors),
+            selectinload(InvestorTable.funds).selectinload(FundTable.investment_stages),
+            selectinload(InvestorTable.funds).selectinload(FundTable.sectors),
+        )
+        .filter(InvestorTable.id == investor_id)
+        .first()
+    )
+
+    if not investor:
+        raise HTTPException(status_code=404, detail="Investor not found")
+
+    # Prepare investor data dictionary
+    investor_data = {
+        "name": investor.name,
+        "description": investor.description,
+        "website": investor.website,
+        "headquarters": investor.headquarters,
+        "aum": investor.aum,
+        "geographic_focus": investor.geographic_focus,
+        "portfolio_highlights": investor.portfolio_highlights or [],
+        "investment_thesis": investor.investment_thesis or [],
+        "sectors": [sector.name for sector in investor.sectors],
+        "team_members": [
+            {
+                "name": member.name,
+                "role": member.role,
+                "title": member.title,
+                "email": member.email,
+            }
+            for member in investor.team_members
+        ],
+        "check_size_lower": None,
+        "check_size_upper": None,
+        "investment_stages": [],
+    }
+
+    # Get check sizes and stages from funds
+    if investor.funds:
+        # Use the first fund's data or aggregate
+        fund = investor.funds[0]
+        investor_data["check_size_lower"] = fund.check_size_lower
+        investor_data["check_size_upper"] = fund.check_size_upper
+
+        # Aggregate all investment stages from all funds
+        stages = set()
+        for fund in investor.funds:
+            for stage in fund.investment_stages:
+                stages.add(stage.name)
+        investor_data["investment_stages"] = list(stages)
+
+    # Fetch project data if project_id is provided
+    project_data = None
+    if project_id:
+        project = (
+            db.query(ProjectTable)
+            .options(selectinload(ProjectTable.sector))
+            .filter(ProjectTable.id == project_id)
+            .first()
+        )
+
+        if not project:
+            raise HTTPException(status_code=404, detail="Project not found")
+
+        project_data = {
+            "name": project.name,
+            "description": project.description,
+            "location": project.location,
+            "valuation": project.valuation,
+            "stage": project.stage.name if project.stage else None,
+            "sectors": [sector.name for sector in project.sector],
+        }
+
+    # Generate PDF report
+    report_generator = ReportGenerator()
+    pdf_bytes = await report_generator.generate_investor_report(
+        investor_data, project_data
+    )
+
+    # Return PDF as downloadable file
+    filename = f"{investor.name.replace(' ', '_')}_Report.pdf"
+    return Response(
+        content=pdf_bytes,
+        media_type="application/pdf",
+        headers={"Content-Disposition": f'attachment; filename="{filename}"'},
+    )